$935 million
Assets under management
$935 million
Assets under management
7 person
seasoned team
20
Years in business as a team
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
You could say our "job" is managing wealth. To us, though, it's not a job at all, but a passion. And a promise.
Our highly credentialed team offers thoughtful perspectives and proactive service to help meet your goals, no matter how complex. Our team strives, relentlessly, to make sure you feel well taken care of. We are your partner and sounding board. Most importantly, we put to work for you our firm's extensive global resources and industry-leading insights so regardless of market conditions, you have a clear direction and a strategy to guide you.
We are proud to announce that we have been named to the Forbes Best-in-State Wealth Management Teams in 2023, 2024, and 2025. This accolade speaks to our collaborative culture and commitment to helping clients achieve what is most important to them. We are honored by this distinction and grateful for our clients, team, and colleagues. After all, they are the real reason for our recognition.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
